Lisa Su says "You can't just wake up one morning and say" about planning gigawatt‑scale AI compute

AMD has reached a multibillion-dollar agreement with artificial-intelligence firm Anthropic to supply its upcoming Instinct MI450 processors, according to reports. The chipmaker will provide enough computing capacity equivalent to up to 2 gigawatts of these chips starting in 2027, and may invest as much as $5 billion as certain objectives are reached. Chief executive Lisa Su noted that such large-scale deployments require extensive advance coordination, with engineering teams already collaborating. The deal bolsters AMD’s challenge to rival Nvidia in the AI-chip market while giving Anthropic access to additional hardware amid soaring demand. The companies are also exploring backing for future data-center leases.